Sync Warmly Visitor Activity from Salesforce to Outreach for your SDRs

Summary

You can import Warmly data into where your SDRs spend most of their day. This doc will walk you through how to import and view Warmly website visitor data within Outreach so your SDRs can prioritize prospecting based on the visitors who are showing higher or recent intent

Pre-reqs

• Orchestration is live in Warmly (collecting intent signals and sending to HubSpot)

• Warmly is pushing contact data with custom fields (e.g., Warmly: Last Seen, Warmly: Total Sessions) into Salesforce

• You have admin or integration access to Salesforce

Step 1: Create Custom Fields in Outreach to Map Salesforce Fields into

1. Login to Outreach

2. Go to Administration > Accounts

3. We recommend creating custom fields for these fields

Go to Administration > Prospects > Fields Configuration

We recommend creating custom fields for these fields

Step 2: Navigate to Connected Apps in Outreach

1. Login to Outreach

2. In the left panel, click the Administration -> Integrations -> CRM -> Salesforce

3. Click into the Salesforce and connect it with Outreach

Step 3: Set Up Field Mappings to Sync Warmly Signals

1. Once Salesforce is connected with Outreach, Inside the CRM settings for Salesforce, locate the "Set Object Mapping" section by scrolling down

2. At the bottom of the sync config page, click “Add Mapping”

   

3. Map the following fields from Salesforce → Outreach by clicking into each object one at a time

🏢 Account Fields

🙋‍♂ Contact/Lead Fields

1. Ensure each mapping is saved

2. Save and turn on the sync

🔍 PART 2: Setup Outreach View Using Warmly Intent Signals

Pre-reqs

• Warmly fields are successfully syncing to Outreach

• Outreach fields (custom if needed) are visible in Prospect records

Step 1: Navigate to Account or Prospects in Outreach

1. Log into Outreach

2. Click on “Accounts” or “Prospects” in the sidebar

Step 2: Add Warmly Signal Columns to Accounts or Prospects

1. Click the “Manage Columns” icon

   

2. Add the custom fields you created for Warmly

   

3. Drag and drop them to the top of the column list for easy visibility

4. Click Apply

Step 3: Filter to Create an Intent-Based Call List

1. In the Prospect view, click the Filters icon

2. Add filters such as:

1. These filters will narrow your view to high-intent, reachable prospects

Step 4: Save the View

• Click “Save View”

• Name it something like “🔥 Warmly Intent Call List”

• Optionally, make it shared with team for visibility

🎯 Final Tips & Best Practices

• Test the Sync with a few dummy records to verify field mapping

• Use “WarmlyLastSeen” to prioritize recently active accounts

• Filter further by job title, region, or pageviews to tailor lists for different reps